Filed November 29, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $389,785 |
SAKS & COMPANY LLC3 years Service code 14 · EIN 13-1256625 | Plan Administrator | $110,958 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 06-1685865 | Consulting | $100,000 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 86-1065772 | Accounting | $47,090 |
MCDERMOTT WILL & SCHULTE LLP1 year Service code 16 · EIN 36-1453176 | Consulting | $17,373 |
Filed as: CBIZ ADVISORS LLC Service code 10 · EIN 34-1846498 | Accounting | $4,988 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,571 | $117,739+95.0% | $95,585+140.2% | $117,739+95.0% |
| Participation rate | 83.4% | 76.6%+6.8pp | 72.1%+11.3pp | 76.6%+6.8pp |
| Annual return | 289.62% | 17.29%+272.3pp | 38.56%+251.1pp | 17.29%+272.3pp |
| Employer contribution / active EE | $682 | $3,746-81.8% | $2,527-73.0% | $3,746-81.8% |
| Participant deferral / active EE | $3,623 | $6,128-40.9% | $4,023-9.9% | $6,128-40.9% |
| Admin fee / account holder | $76 | $112-32.4% | $6,127-98.8% | $112-32.4% |